Finance Tools

Arif can assist with finance work when the user has permission and the relevant Qriib modules are enabled.

Common Requests

• Search customers, suppliers, invoices, payments, and balances.
• Explain financial records and related activity.
• Prepare draft records from clear user instructions.
• Generate PDFs or reports when available.
• Help review taxes, payment terms, assets, or account structure.
• Identify missing details before a finance action is attempted.

Examples

"Show unpaid invoices for this customer."

"Draft a payment follow-up for overdue invoices."

"Create a plan for cleaning duplicate payment terms."

Safety

Finance actions can affect accounting, compliance, and customer records. Arif may ask for approval before creating, submitting, cancelling, deleting, or sending anything related to finance.